How big is STM Invest LLC's plan?

STM Invest LLC's plan reported $77K in assets and 1 participants for 2022.

Original filing (PDF)20230704011751NAL0025558338001

STM Invest LLC

Name: STM Invest LLC — STM Invest Inc., Form 5500 (2022)
Creator: STM Invest LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

STM Invest Inc.

401(k) retirement plan · STM Invest LLC's STM Invest Inc. held $77K in plan assets for 1 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$77K

Net assets (EOY)

$77K

People on this filing

Joseph Thomas signed STM Invest LLC's 2022 Form 5500 as plan administrator.

Joseph Thomas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

STM Invest LLC's EIN is 37-1454214.

EIN 37-1454214

Plan number 001

Plan year 2022

ACK ID 20230704011751NAL0025558338001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for STM Invest LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

STM Invest LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STM INVEST LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

STM INVEST LLC

EIN

all filings

Address

2600 ROCK CREEK DR NW · WASHINGTON, DC · 20008

Phone

(212) 634-3150

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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